Junior RFP Associate position Midtown NY Global Investment Company

Seeking an experienced investment professional for its RFP team to help organize the flow of prospect inquiry requests and coordinate the response processes for Request for Proposal (RFP), Request for Information (RFI), Due Diligence Questionnaires (DDQ) and other ad-hoc requests.
This individual will be part of the firm’s US Marketing Department, and will work in direct partnership with the Head of the RFP Team, as well as Institutional and Retail distribution, client service and consultant relations professionals, to manage the completion of prospect-related questionnaires to ensure the delivery of high-quality, compelling, engaging and compliant submissions. The individual will strive to secure a seamless exchange of information globally to ensure that all inquiry responses are consistent and in line with the company’s voice, brand and business targets.

Role & responsibilities
The successful candidate will be expected to:
•Work with RFP Manager within an RFP bid/no-bid process to assess prospect and client needs, understand the firm’s strategic and competitive advantages, and create proposals that express these advantages to maximum impact;
•Work within the company’s RFP process to draft RFP responses based on information in our content management database (Qvidian), update data from relevant sources, and ensure new questions or those requiring customization are responded to thoroughly and accurately;
•Coordinate with Product Specialist and internal Subject Matter Experts to review RFPs and ensure the accuracy and positioning of language;
•Ensure all questionnaires are delivered in a timely and efficient fashion with all related reviews and input incorporated;
•Assume responsibility for updating firm and functional language in Qvdian;
•Build relationships with Distribution Teams, Product Teams, and Subject Matter Experts to say abreast of all current information related to the firm, its strategy, and initiatives for future;
•Interact with other RFP database; and,
•Work in hand with Consultant Database team to ensure appropriate language is provided to global and US database for strategy/firm language
•Manage as appropriate the activities of a small group of team members

Experience / Qualifications and Skills
•At least eight to ten years of investment management experience with demonstrable skills in content creation and management;
•Two to three years’ experience managing roughly two to three individuals;
•In-depth knowledge of investment products and services, for institutional and retail positioning;
•Experience with a content management database (preferably Qvidian)
•Proven project management and process skills;
•The motivation to be a self-starter, multi-task and prioritize effectively;
•Ability to develop and maintain lasting relationships with senior investment and distribution professionals; good interpersonal skills; goal-oriented;
•Outstanding skills in organization, prioritization and time management;
•College degree is a must

Compliance Associate (PERM) Midtown NY Global Investment Company 60k-75k DOE

Assist with compliance oversight of our proprietary mutual funds, registered investment advisers and limited purpose broker-dealer.

Will conduct hands-on compliance under the guidance of more senior members of the Compliance team.

Should either have the appropriate FINRA licenses, or be amenable to obtaining licenses soon after beginning employment.

Major Responsibilities/Activities: •Register FINRA registered associated persons, including filing of Forms U4 & U5 and coordinate continuing education activities •

Facilitate onboarding process for new employees, including maintaining and reviewing new hire paperwork and conducting orientation

•Facilitate and participate in compliance training for new and current employees

•Monitor employee personal trading activities, resolve exceptions and maintain satisfactory records

•Assist in the preparation of regulatory filings such as SEC Forms ADV, 13G,13F and CFTC/NFA Forms PQR and PR

•Assist with monthly/quarterly and ad hoc client reporting and client questionnaires

•Review electronic communications, including emails and instant messages for any violations of internal policies and procedures

•Conduct vendor/service provider oversight and due diligence reviews

•Assist with internal and external audit requests and regulatory reviews

•Perform anti-money laundering functions related to the registered U.S. funds and private placements

•Perform checks against the OFAC list for all business counterparties Minimum Requirements:

•Two to four years of compliance experience, preferably at an investment advisor or broker-dealer firm.

•Series 7 preferred, or willingness to obtain within 6 months of hire

•Ability to manage priorities and handle multiple projects simultaneously

•Excellent oral and written communications skills

•High attention to detail, including the ability to maintain orderly documentation and track issues/recommendations

•Superior organizational skills and ability to meet deadlines •General understanding of regulatory/self-regulatory agencies (SEC, FINRA, CFTC) and the requirements of the Investment Advisers Act of 1940 and the Investment Company Act of 1940

•Proficient in Microsoft Office; experience with WebCRD, Protegent (PTA) and Global Relay is a plus

Logistics Coordinator Position in Houston Texas 40-42k base

Key Accountabilities
Methanol & Ethanol Sales Support & Traffic and Logistics Coordinator for servicing delivery to trucking & railing customers in North America:

Servicing a delivery to customer(s) in North America (East Coast Region) which we ship out product from 2 inventory terminals located at Bayonne and Perth Amboy , NJ , selling them FCA/FOB tank and DDP to customers sites etc. We are expanding sales for these accounts. The amount of deliveries is significant. This includes activities like below mainly;

a)Servicing account and arranging delivery by contracting logistics such as barges, trucks and rails out from our inventory, and coordinate scheduling to deliver the materials to customer’s sites. (80% Truck/ 20% Rail and Barge)
b)Inventory management by communicating close with sales manager as well as logistics specialist/manager. Month end reconciliation.
c)Billing, collecting, accounting input associated with the account.
d)Monitoring credit exposure of each customer with commercial managers.
e)Good Customer Service to satisfy their needs on top of regular delivery service, by working closely and jointly with sales person in charge.
f)Tracing locations of 150+ railcars, manage to juggle its movements to stably and efficiently use the cars, and collecting and managing the data of its locations for required filing against relevant authority.
g)Managing billing/payment of freight, demurrage, repair of rail cars and trucks.
h)Controlling inventory in both shore and inland storage locations.
i)Export and Import regulatory compliance managements and processing.

Knowledge and Skills Required:

1)Computer skills including Excel and other Microsoft applications
2)Knowledge on SAP input as well as company regulations especially for internal control requirement
3)Accuracy and Efficiency of conducting job.
4)Job organization skills for not making mistake/overlook of work necessity.
5)Reporting skill to share the information with sales and logistics staffs.
6)Ability to be proactive/flexible (think a few steps ahead) and make changes in order to prevent and solve problems.
7)Good communication skills in order to provide quality service for our customers. .
1)3 to 5 years experience in a similar type of position.

Relevant Experience and Education

1)Licenses or certifications required, if any: Hazmat Certified

Staff Accountant (Long term temp role no end date) HOUSTON, TEXAS

Job Description
•Perform general accounting activities for the assigned departments and account areas to maintain accurate and complete accounting records:
oReview disbursement instructions and related supporting documents for appropriate documentation, approval and general ledger coding.
oApply cash receipts to accounts receivable and communicate with the trade departments to resolve payment discrepancies.
oPrepare journal entries for assigned general ledger accounts and include adequate supporting documents.
oSend payment requests to cash management and liaison with cash management and trade departments to resolve issues related to disbursements.
oMaintain and file account documentation in a timely and organized manner.
oPerform other duties as required and assigned.
•Execute accurate and timely monthly, quarterly and year end close activities:
oEfficiently plan and perform assigned tasks and provide all deliverables to managers’ review in a timely manner.
oAnalyze and prepare journal entries & supporting schedules for assigned accounts.
oCoordinate with the assigned trade departments to obtain information for closing, such as quarterly reporting forms, and assist managers in preparing account reconciliations, analyses and financial reports.
•Work closely with the assigned trade departments and other corporate functions to provide ongoing accounting support, respond to inquiries and provide the requested information timely and accurately with manager consultation as necessary.
•Assist managers in collecting information related to audit and internal controls related requests, reviewing the information for accuracy and completeness, and submitting them timely.
•Conduct semi-annual balance confirmation process for the assigned trade departments.
•Assist in preparing balance confirmation requests from customers/suppliers and their auditors.
•Perform other accounting activities, including the following:
oAssist in documenting accounting process and workflow manual/guidance.
oWork with other team members to send accounting files to storage locations for record retention.
oPerform ad-hock tasks and substitute for others in the event of absence or when emergency situations arise.
•Timely and proactively report issues and work status to managers and consult with them after conducting research.

Knowledge and Skills
o3-5 years of relevant experience in the financial accounting field
oProficient in Microsoft Office
oAbility to prioritize and complete assignments accurately and in a timely manner
oAbility to work effectively within a team
oStrong organizational skills
oExcellent communication skills, both written and verbal
oSAP experience is beneficial.
Relevant Experience and Education
oBachelor’s degree in accounting or related field preferred.
•Licenses or certifications required, if any:
oCPA license or certification is preferred.

Accounting Manager (Long term temp role no end date) HOUSTON,TEXAS

Job Description
Maintain accurate and complete accounting records for the assigned departments in compliance with accepted policies and procedures:
oReview and post disbursements
oReview cash applications to customer receivables
oReview and prepare journal entries
oMonitor accurate inputs of trade transactions
oPerform financial statement analysis and account reconciliation
oReview maintenance of fixed asset records
oReview the balance confirmation process
oMaintain adequate accounting documentation and record retention
•Execute accurate and timely monthly, quarterly and year end close activities for the assigned departments:
oManage month end close processes
oPrepare and review closing journal entries and supporting schedules
oPrepare financial reports and analyses, such as intercompany balance reconciliations, fluctuation analysis, overdue account receivable/payable, inventory reconciliation and other quarterly reporting forms
•Serve as a primary contact for the assigned departments and provide consultation, facilitation and support on accounting, financial statement audit and internal control matters:
oProvide ongoing accounting support and guidance. Provide information regarding financial results, special reporting requests and the like.
oResearch accounting principles and practices, as accounting issues arise, and document the conclusion reached.
oRespond to audit and internal controls requests to ensure requested information is submitted on a timely basis.
oCoordinate and communicate with other corporate functions to research and respond to accounting related inquiries.
•Supervise the work of accounting staff:
oEffectively delegate tasks to staff, hold them accountable for completing tasks timely and efficiently with appropriate supervision.
oEstablish frequent communication and reporting with a direct report to monitor activities, the overall progress and productivity.
oReview performance of a direct report, advise on the progress and conduct the performance evaluation as a first reviewer.
•Support workflow process improvement and development of the team:
oProvide training, coaching and guidance to junior team members to expand the overall capacities of the team and encourage growth.
oGuide junior team members in documenting and updating accounting procedures and workflow.
•Timely and proactively report issues and consult with the department management.

Knowledge and Skills
oOver 10 years of relevant experience in the financial accounting field
oCompetence in applying, researching and documenting adherence to international financial reporting standards (IFRS) and generally accepted accounting principles (US GAAP)
oProficient in Microsoft Office with advanced Excel skills and experience with major ERP systems
oAbility to prioritize and complete assignments accurately and in a timely manner
oAbility to work effectively within a team
oSolid organizational skills, attention to detail and accuracy
oPublic accounting experience is preferred.
oSAP experience is beneficial.
Relevant Experience and Education
oBachelor’s degree in accounting or related field required.
•Licenses or certifications required, if any:
oCPA license or certification is preferred.

Documentation Specialist New York, NY

JOB TITLE: Document Specialist

The purpose of this position is to provide high quality support to the Firm in the form of error-free and efficient document preparation and job completion. This individual will perform a wide variety of document production and other administrative assignments, in addition to word processing.

· Perform a wide variety of advanced administrative and document production assignments, including extensive typing, revising of documents, formatting, troubleshooting, and proofreading while managing own time to meet multiple objectives.
·Handle more complex assignments.
·Maintain utilization and productivity standards for position.
·Provide seamless support to multiple departments submitting jobs to the word processing team regardless of job type, submission method, physical location, etc.
·Troubleshoot document and/or technical inquiries.
·Solve moderately complex problems and completes work independently.
·Enhance professional growth and development through seminars, literature, meetings, workshops, and in-house training.
·Assist with the orientation and cross-training of new department staff.
·Operate and have a working knowledge of all equipment and software available to the word processing team.
·Coordinate and prioritize assignments to ensure deadlines are met.
·Work with the team to determine reasonable and realistic time frames to complete the jobs.
·Ensure the accurate and efficient completion of all requests submitted to the word processing team. All jobs should be quality controlled.
· Assist in creating, formatting, revising and proofreading jobs submitted to the department.

·Ability to pay very close attention to detail.
·Knowledge of advanced document production features.
·Possess and maintain a professional and service-oriented attitude.
·Excellent spelling, grammar, punctuation, sentence structure and proofreading skills
·Excellent organizational skills.
·Ability to maintain confidentiality of information and records.
·Ability to communicate clearly and effectively, both verbally and in writing.
·Ability to understand and follow specific instructions and procedures. Ability to work under pressure, remain calm and take initiative.
·Ability to work independently, as well as part of a team, and to use good judgment.
·Ability to work overtime as needed.
·Ability to respond to ever-changing environment and new technologies.
·Ability to meet deadlines and solve problems.
· Systems required: Adobe Acrobat Professional, Microsoft Word, Outlook, PowerPoint and Excel.
·Typing speed: At least 70 WPM.

The Document Specialist will perform functions in accordance with the standards of the firm. The Document Specialist should function independently within those standards.
· High School Diploma; College experience preferred.
· Previous experience in a medium to large size law firm in a document production or related role.

Marketing Associate/Project Manager 85k-95k base Midtown NY

Position Summary:
The firm is seeking a marketing associate to join the Global Corporate Marketing and Brand team. This role will be responsible for supporting the development and implementation of a range of projects related to global brand and corporate marketing, including: • The development of high quality, effective content and brand marketing programs that support company broad range of strategies and services globally • Contribute to the development and production of content and brand initiatives that positively influences the perception of Implementation of sponsorship programs • Track program results and budget

Function: Marketing
Roles and Responsibilities:
• Provide day-to-day execution and project management for thought leadership and brand-related content and marketing campaigns.
• Interface with global colleagues across channels, including stakeholders in product management, client management, compliance, technology and all marketing functions (brand, design, digital, channel, editorial, messaging and content).
• Manage the development and production of corporate marketing materials across a fully integrated communications platform.
• Promote marketing materials and thought leadership papers, internally and externally.
• Update, maintain and improve global webpages
• Focus on quality control and quality process implementation.
• Prepare marketing metrics reports and work with internal strategic initiatives group and digital marketing team to develop campaign reporting dashboards.
• Coordinate closely with the global marketing function and resources to ensure strict adherence to brand standards and to harness best practices across geographies and business channels.
• Keep abreast of industry and competitor best practice and make recommendations
• Must possess a four-year college degree with a preferred major in marketing or business (or liberal arts with relevant industry experience).

Qualification and Skills:

• Ideal candidates should have a minimum of 5 years of experience developing and implementing marketing assets and programs, with a particular emphasis in digital formats, tools and strategies.
• 5 years of project management and/or marketing experience in an asset management is preferred.
• Exceptional organizational and project management skills, including the ability to multi-task and manage a large number of ongoing initiatives.
• Demonstrated ability to deliver on assigned responsibilities through commitment to quality, attention to detail, and use of effective interpersonal and communication skills, including managing cross-functional teams effectively to ensure deadlines are met.
• Inquisitive self-starter, ability to flourish within the firm’s fast-paced environment with shifts in priorities as business needs dictate.
• Strong ability to acknowledge and adapt to diverse styles, cultures and languages
• Proficiency in Microsoft Office Suite, including Word, PowerPoint, and Excel as well as the Adobe platform.
• Familiarity with basic technology applications and content management systems

Campus Recruiting Associate $25/hr

Position Description
This position is responsible for coordinating the logistics and execution at all levels of campus/university recruitment efforts This position represents the front-line contact for all issues relating to recruiting and coordinates activities to ensure that the overall effort is successful at attracting the best, brightest and most diverse cross-section of students to our firm. The Campus Recruiting Associate will work closely with the business line, candidates, university officials and our Global HR Team partners.

Ideal candidates for this position should have a Bachelor’s degree with 1-2 years of corporate work experience. Experience in recruiting, university career services, university admissions, or event planning is desirable. Campus recruiting experience is a plus. The position is based in New York, NY and reports to the Global Head of Campus Recruiting.

Responsibilities include, but are not limited to:
• Timely data entry, tracking, and reporting of candidates for event attendance, applications and interview process.
• Communicate with candidates in a timely and gracious manner throughout the recruiting lifecycle (introduction  interviews  offer/sell or decline)
• Ensure that appropriate marketing and advertising is coordinated in-line with firm-wide efforts and strategy. This includes coordinating tailored advertisements, marketing emails, flyers, event sponsorship, corporate giveaways, posting of job descriptions.
• Monitor and control costs relating to recruiting event expenditures.
• Establish contact with university career services to assist in keeping our campus profile up-to-date and to stay apprised of opportunities to market our brand on campus.
• Handle logistics and details with regard to the accurate and timely booking for recruiting events.
• Attend recruiting events/functions to assist in marketing and to facilitate logistics.
• Liaise with campus business leaders to ensure:
o Timely selection of candidates
o Coordination of recruiting events
o Accurate tracking of and communication to candidate pool
o Adequate coordination of central administration needs
• Work with HR Consulting and the Talent and Organizational Development teams to assist in coordinating onboarding & training details for new graduate hires.

• Bachelor’s degree from an accredited college/university or equivalent work experience
• Excellent technology skills, specifically Microsoft Excel and Outlook
• Strong written English skills

• Able to work independently and as part of a team; intuitive, quick learner – able to handle steep learning curve
• Strong organizational and project management skills; attention to detail
• Ability to work on and complete multiple projects simultaneously
• Strong interpersonal skills and ability to network with various departmental personnel and outside parties
• Possess excellent written and verbal communication skills
• Have a bias-to-action, results-oriented approach to work; willingness to do whatever it takes to help the team
• Flexible schedule, willing to work early mornings and late evenings during Campus Recruiting season (Sept-Feb)
• Willingness to travel frequently during Campus Recruiting season (Sept – Feb)